IFP Advisors’s Westlake Corp WLK Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $234 | Sell |
2
-38
| -95% | -$3.69K | ﹤0.01% | 4590 |
|
|
2025
Q4 | $2.96K | Sell |
40
-247
| -86% | -$17.6K | ﹤0.01% | 3689 |
|
|
2025
Q3 | $22.1K | Buy |
287
+28
| +11% | +$2.33K | ﹤0.01% | 2526 |
|
|
2025
Q2 | $22.1K | Buy |
259
+258
| +25,800% | +$21.1K | ﹤0.01% | 2491 |
|
|
2025
Q1 | $2.9K | Sell |
1
-7
| -88% | -$775 | ﹤0.01% | 3025 |
|
|
2024
Q4 | $4.13K | Buy |
8
+1
| +14% | +$130 | ﹤0.01% | 2865 |
|
|
2024
Q3 | $1.05K | Sell |
7
-110
| -94% | -$15.8K | ﹤0.01% | 3072 |
|
|
2024
Q2 | $16.9K | Buy |
117
+6
| +5% | +$921 | ﹤0.01% | 2153 |
|
|
2024
Q1 | $17K | Buy |
111
+4
| +4% | +$563 | ﹤0.01% | 2053 |
|
|
2023
Q4 | $15K | Sell |
107
-23
| -18% | -$2.92K | ﹤0.01% | 2029 |
|
|
2023
Q3 | $16.2K | Sell |
130
-10
| -7% | -$1.28K | ﹤0.01% | 2044 |
|
|
2023
Q2 | $16.7K | Sell |
140
-371
| -73% | -$42.4K | ﹤0.01% | 2096 |
|
|
2023
Q1 | $59.6K | Sell |
511
-9,663
| -95% | -$1.12M | ﹤0.01% | 1490 |
|
|
2022
Q4 | $1.19M | Buy |
10,174
+9,818
| +2,758% | +$989K | 0.03% | 554 |
|
|
2022
Q3 | $42K | Buy |
356
+47
| +15% | +$4.51K | ﹤0.01% | 2512 |
|
|
2022
Q2 | $36K | Hold |
309
| – | – | ﹤0.01% | 2404 |
|
|
2022
Q1 | $36K | Buy |
309
+296
| +2,277% | +$32.3K | ﹤0.01% | 2404 |
|
|
2021
Q4 | $1K | Buy |
+13
| New | +$1.27K | ﹤0.01% | 3145 |
|
|
2021
Q3 | – | Hold |
0
| – | – | – | 4711 |
|
|
2021
Q2 | – | Sell |
-500
| Closed | -$48.6K | – | 4485 |
|
|
2021
Q1 | $44K | Buy |
+500
| New | +$43.4K | ﹤0.01% | 1526 |
|
|
2020
Q4 | – | Hold |
0
| – | – | – | 4158 |
|
|
2020
Q3 | – | Hold |
0
| – | – | – | 4003 |
|
|
2020
Q2 | – | Sell |
-8
| Closed | -$368 | – | 3824 |
|
|
2020
Q1 | $0 | Sell |
8
-11
| -58% | -$618 | ﹤0.01% | 3747 |
|
|
2019
Q4 | $1K | Hold |
19
| – | – | ﹤0.01% | 2742 |
|
|
2019
Q3 | $1K | Buy |
+19
| New | +$1.22K | ﹤0.01% | 2953 |
|
|
2019
Q1 | – | Sell |
-7
| Closed | – | – | 3483 |
|
|
2018
Q4 | $0 | Sell |
7
-105
| -94% | -$7.59K | ﹤0.01% | 3903 |
|
|
2018
Q3 | $9K | Sell |
112
-5,701
| -98% | -$558K | ﹤0.01% | 2924 |
|
|
2018
Q2 | $626K | Buy |
5,813
+5,404
| +1,321% | +$606K | 0.03% | 576 |
|
|
2018
Q1 | $44K | Hold |
409
| – | – | ﹤0.01% | 1896 |
|
|
2017
Q4 | $44K | Sell |
409
-104
| -20% | -$9.63K | ﹤0.01% | 1917 |
|
|
2017
Q3 | $43K | Buy |
+513
| New | +$37.7K | ﹤0.01% | 2081 |
|
|
2017
Q2 | – | Sell |
-1,534
| Closed | -$101K | – | 4233 |
|
|
2017
Q1 | $101K | Sell |
1,534
-517
| -25% | -$32.7K | ﹤0.01% | 1489 |
|
|
2016
Q4 | $115K | Buy |
2,051
+188
| +10% | +$10.3K | 0.01% | 1371 |
|
|
2016
Q3 | $100K | Buy |
+1,863
| New | +$89.9K | 0.01% | 1362 |
|
Other funds holding WLK
OAG
BIP
VPM
VCM
